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Legacy Capital Wealth Partners’s iShares US Healthcare ETF IYH Stock Holding History

Legacy Capital Wealth Partners’s Portfolio IYH Stock Details IYH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-63,940
Closed -$3.23M – 50
2021
Q1 		$3.23M Buy
63,940
+3,255
+5% +$164K 1.33% 19
2020
Q4 		$2.98M Buy
+60,685
New +$2.86M 1.28% 19

Other funds holding IYH

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Legacy Capital Wealth Partners's IYH Position: Q2 2021 in Review

Legacy Capital Wealth Partners sold out of iShares US Healthcare ETF (IYH) in Q2 2021, closing a stake of 63,940 shares — an estimated $3.23M sold.

Legacy Capital Wealth Partners first reported a position in IYH in Q4 2020 and held it in 2 quarters. The position peaked at $3.23M in Q1 2021. 369 funds tracked by Wall St. Rank hold IYH as of Q2 2021.

  • Legacy Capital Wealth Partners reported no remaining iShares US Healthcare ETF position as of Q2 2021 after selling out during the quarter.
  • Legacy Capital Wealth Partners sold 63,940 iShares US Healthcare ETF shares in Q2 2021, an estimated $3.23M.
  • Legacy Capital Wealth Partners first reported a position in iShares US Healthcare ETF in Q4 2020 and held it in 2 quarters.
  • Legacy Capital Wealth Partners's iShares US Healthcare ETF position peaked at $3.23M in Q1 2021.
  • 369 funds tracked by Wall St. Rank held iShares US Healthcare ETF as of Q2 2021.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2021, filed 13 Aug 2021.